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June 2017 net worth update

June 30th, 2017 at 04:53 pm

Assets:
NT's UK pensions:
AV: 17,967 pounds ($22,459)
SW: 20,398 pounds ($25,497)
FL: 5,534 pounds ($6,917)
NT's 401(k): $53,765
NT's Roth IRA: $20,651
AS's trad. IRA: $17,433
AS's Roth IRA: $37,982
AS's SEP IRA: $16,812
CJ's 401(k): $109,222
CJ's Roth IRA: $24,287
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $427,281 ($454,554 value -6%)
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Total Assets: $974,806

Debts:
US Mortgage $396,071
Loan from friends (duplex) $9,000
UK Mortgage 1 $34,663
UK Mortgage 2 $7,306
UK Mortgage 3 $7,695
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TOTAL DEBT $454,735

Current Estimated Net Worth: $520,071

April 2017 estimate: $514,368

Change in net worth: +$5,703

Summary: Slowly working toward the million-dollar mark on assets. Not sure we'll get to $600K in net worth this year; not if we stay at this pace.

Notes on the numbers above: House value estimates are approximate. (I do have my eye on a comparable listing for the UK flat, but it's been on the market a long time.) UK pension values updated about once a year. UK asset values and debt amounts are calculated figuring $1.25 for every British pound.

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